Chad R. Martindale,  CFP<sup>&reg;</sup> - Financial Advisor

Chad R. Martindale, CFP®

BFA®

Private Wealth Advisor

TruBridge Wealth Advisors

6500 SW Beaverton-Hillsdale Hwy, Suite 1
Portland, OR 97225
(800) 303-5488
(503) 439-1880

General

Chad Martindale is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at TruBridge Wealth Advisors in Portland, OR and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: OR,WA
  • Health/disability insurance: OR,WA
  • Fixed annuities: OR,WA
  • Variable annuities: OR,WA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Women's Finances

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